Ignore the market action today……better economic results lead to higher markets over time…
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We now know the “why” of the sudden interest in Callaway (ELY). “Off-course” golf participation jumped 10% in 2018. TopGolf is the leader in that category.
The subtle sarcasm here is actually funny to read…
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Subs: Podcast Is Up
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S&P 500 Intrinsic Value Update
If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.
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“Davidson” on Smuckers
“Boring” can be so profitable…..
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Subs: This Can’t be Real….
The Trustees actually just put in writing the reason they do not deserve to run this company…
We have several investments in the Permian that will profit for decades because of this…….
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Subs: $31B Buyback
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Subs: Wednesday’s Links
As we’ve been saying for a while now, as refining inputs increased to more normal levels, inventories would fall…